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The Earnings360 Team
Just For You Whirlpool's Worst May Be Over—Upside Opportunity AheadWritten by Thomas Hughes. Published 11/17/2025. 
Key Points - Whirlpool's 2026 outlook has its stock price tracking for a reversal that could add 25% to 100% to its stock price within a few quarters.
- The high-yielding dividend is reliable following management's right-sizing.
- Institutional and analyst trends suggest a robust upside for income investors.
Whirlpool's (NYSE: WHR) stock downtrend may not be over; however, technical, fundamental, and market signals are aligning to suggest downside is limited and upside potential is strong. Daily, weekly and monthly charts show a market trending lower but extremely oversold and overextended — poised for a rebound supported by improving operational performance and renewed sell-side interest. Whirlpool's Market Is Deeply Oversold: Market Recovery Ahead The chart action is notable: daily candlesticks reflect a recent catalyst. 13F filings revealed that David Tepper's Appaloosa Management significantly increased its stake, signaling greater confidence in the position. Appaloosa, known for its high-risk, high-reward approach, added roughly 5.5 million shares and is now a nearly 10% owner. While not a principal shareholder, the firm now has meaningful influence, and the business is expected to begin rebounding in fiscal 2026. The stake disclosure pushed the stock up about 6%, suggesting buyers at a critical level. Those price levels are roughly in line with the 2020 COVID-19 lows — a level the market could not sustainably breach. The takeaway: this could be the first ripple signaling a change in tide for Whirlpool. Headwinds remain, but the company expects tariff pressures to ease in 2026, and analysts generally forecast meaningful margin improvement. 
Analysts forecast Whirlpool's F2026 revenue to be roughly flat year-over-year, with earnings rising about 8%. Longer-term estimates are rosier, with revenue growth expected to return in fiscal 2027, and current estimates may be conservative. Expectations for rate cuts have cooled, but the FOMC is still expected to trim rates by roughly 50–100 basis points by mid-next year, with the possibility of further easing by the end of 2026. Housing activity is likely to pick up and should help underpin Whirlpool's performance — the company is relatively well-positioned given its mostly domestic supply chain. Whirlpool's Insider, Institutional, and Analysts Trends Hang in the Balance Sell-side trends point to value with risks. Insider activity shows no reported buys or sells in 2025, which can be interpreted either way. Crucially, insiders collectively own more than 2% of the stock — a meaningful stake relative to Whirlpool's roughly $4 billion market cap as of mid-November — and they have not been selling. Institutions sold some shares in early Q4 but have been net buyers in 2025; they now own more than 90% of outstanding shares, providing substantial market support. Analyst trends are mixed. MarketBeat's consensus sentiment is Reduce, but among nine analysts tracked, four rate Hold and two rate Buy. Recent price-target changes include both cuts and raises, yet analysts generally see roughly 25% upside and potential catalysts ahead. If operational quality improves over coming quarters and the business outlook brightens, analyst sentiment is likely to improve and could lift the stock. In that scenario, WHR could move up around 25% initially and potentially gain substantially more over a longer recovery. Whirlpool's Biggest Risk Is Priced in and in the Rearview Mirror The largest near-term risk — a dividend cut — has already occurred. Despite that, the current payout remains above 5% (as of November) and appears manageable. Growing debt is another concern, but improved cash management and expected margin recovery should help mitigate that risk.
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